When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report. You can select more than one type.

Include transaction types

Select the transaction types that you want to include on the report. You can select more than one transaction type.

(Project date)

From date / To date

Specify a starting date and an ending date for project transactions to include on the report.

(Ledger date)

From date / To date

Specify a start date and end date for ledger transactions to include on the report.

Actual vs. budget

Select Actual to display actual values on the report.

Select Budget to display budgeted values on the report.

Forecast model

Select the forecast model that you want the report to use.

Note

If you are using project budget control, select the budget forecast model that is used by this project.

Skip zero

Select whether to exclude rows where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report, from the following options:

With decimals – Amounts are displayed to two decimal places of your company currency.

Without decimals – Amounts are rounded to integers.

Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a category, or both on the report.

Category

Click Select. In the Category consumption form, select the project categories to include on the report. To add more than one category, click Add.